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Your Salesforce investment should be working harder than it is.
I help organisations and Salesforce partners close the gap between what their CRM was supposed to do and what it actually does, through honest assessment, smart design, and delivery that sticks.
How I work
The organisations I work with don't need more complexity, they need someone who can cut through it.
I design and advise on Salesforce systems built around how your people actually work, not how a textbook says they should.
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I've spent three decades across manufacturing, commercial sales, and technology delivery. That background means I understand business operations first and Salesforce second, and I'm not afraid to tell you when your problem isn't a technology problem at all.
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Every engagement is straightforward: clear scope, honest advice, and solutions that your team can own long after I'm gone.
ABOUT DAN EDWARDS CONSULTANT
I started on factory floors, designing lean, efficient systems in production and manufacturing environments where waste cost real money and process failures had real consequences.
From there I moved into commercial solution sales and marketing, where I learned how organisations make decisions, what they actually need versus what they think they need, and how to communicate value to people who are sceptical of consultants.
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Salesforce came later, and it made immediate sense: it's fundamentally a tool for making business processes work better. Fourteen certifications and an Application Architect qualification later, I work with organisations across Europe, South Africa, and beyond, from SMEs and commercial real estate businesses to nonprofits and social impact organisations, helping them design, recover, and get the most from their Salesforce environments.
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I'm based in Cape Town. I work globally. And I take on a small number of engagements at any one time, which means the clients I work with get my full attention.
Services
Salesforce Advisory
For organisations who have Salesforce but aren't sure they're using it well, or who are about to make a significant investment and want an independent view before they commit. I'll give you an honest picture of where you are, where you should be going, and what it'll realistically take to get there.
Embedded Partner Resource
For Salesforce partners who need experienced capacity without a permanent hire. I cover maternity and paternity leave, absorb project crunch, and slot into existing teams without friction. 14 certifications means I can contribute at any level of an engagement from day one.
This also includes Presales & Demo Builds.
Not every partner has a dedicated solutions engineering function. I build demos and support presales for partners who need to win work, translating a prospect's business problem into something credible, compelling, and technically sound.
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Technical Delivery
Including
Implementation Health Check
If something feels off, adoption is low, data isn't trusted, or the system doesn't reflect how your business actually works, I'll find out why. You'll receive a clear findings report and a prioritised remediation roadmap. Most clients use this as the starting point for a longer engagement.
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QuickStart Implementation For organisations ready to get started on Salesforce without the bloat of a long, expensive project. Scoped tightly, delivered cleanly, and built to grow with you.
In addition to the above, I am adaptable and willing to collaborate with any client to develop a service that meets their unique needs and budget.
CLIENTS
I've worked for and with the following organisations either full-time, or as an independent contractor
Client projects I have worked on include:
